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In Microsoft Dynamics CRM, when creating custom entities with a master-detail relationship, take care that the ownership of the detail record matches that of the master record.

For out of the box CRM master-detail entities, such as Invoice-Invoice Product and Quote-Quote Product, detail records automatically inherit the security of their master record. There are no ownership fields exposed on the detail record itself.

Just as the professional world was beginning to understand and adjust to the millennial generation, a new generation is surfacing and warranting attention: Generation Z. Similar to each generation prior, Generation Z sees the world differently and have different priorities, including how they work best. This generation consists of individuals born between 1994-2010.

What’s scarier than missing your project deadline? Not having the properly skilled people to perform project tasks with quality. The biggest challenge in the world of technology is scarcity and the competition to hire and retain top talent. The fight for talent has not been a single battle, but a long, drawn-out war.

The TSQL Merge statement has been around since SQL 2008, but I haven’t had a real need for it until recently. Typically, if you wanted to modify or synchronize data in a table based on some source, you would have to perform separate operations for insert, update and delete. This is where Merge comes in as it allows you to perform those insert, update and delete operations on a target table in one statement by joining to a source table.

What if you had a secret weapon? A tool that could tell you if a decision was smart before it was made or pointed you in a positive direction? You wouldn’t leave home without it. It would not leave your side. That tool does exist for businesses, with the proper support and training. It is your company’s own data. Your company can hone in on what its data can reveal to not only help you understand your past but, more importantly, to shed some light on your future.

The foundation of any business is composed of three things: the products/services offered, the people who keep the company running and the data that demonstrates past decisions and supports future decisions. Data is the backbone of every business. It is filled with useful nuggets of information, detailing past business trends, successes (and failures) and opportunities for growth moving forward. The data can assist your business in many ways, including in the development of new offerings, boosting total revenue and better managing your company’s costs.

Today, time is a luxury that most of us don’t have in the office. We are constantly on the go, moving between meetings, projects and deadlines. We don’t have time to be strapped to our desks all day in the hopes of completing projects and hoping those collaborating are available at the same time. And, as an added hurdle, more teams are spread out. Every member of your team won’t necessarily be located in the same building. If your team is spread out across the country, waiting by your email for updates is not an option we often have.

One important thing about any CRM system is being able to get data out of the system; in other words: reports. Reports aren't sexy for developers, but they're important for end users.

Sometimes as you're debugging a report, you want to see exactly what was executed by the reporting engine to retrieve the data because something isn't exactly what you expect. You're not sure what parameters are being sent, or maybe you just want to get the full query with real parameters.

The race for technical talent is not only a sprint for top talent, but also a marathon in terms of the length of the need. As the technology needs of companies continue to expand and as companies work to connect technology with every business function, the technical talent will continue to grow and need to adjust.

We deliver the complete integration and development of sales, marketing and customer service technologies. TopLine Strategies’ project management is designed to achieve 100 percent user adoption of the technologies implemented, and deliver measurable returns on investment for clients.

Whether our clients are searching for an expert firm to analyze and execute a critical project, employees to augment an information technology team or contractors to assist with technology needs, we deliver on-time, cost-effective solutions that optimize client results. Over the years, our methods have remained the same: establish long-term relationships, assess requirements, research and analyze options, recommend appropriate solutions, implement, integrate and optimize performance.

We deliver the complete integration and development of sales, marketing and customer service technologies. TopLine Strategies’ project management is designed to achieve 100 percent user adoption of the technologies implemented, and deliver measurable returns on investment for clients.

Whether our clients are searching for an expert firm to analyze and execute a critical project, employees to augment an information technology team or contractors to assist with technology needs, we deliver on-time, cost-effective solutions that optimize client results. Over the years, our methods have remained the same: establish long-term relationships, assess requirements, research and analyze options, recommend appropriate solutions, implement, integrate and optimize performance.